Retention Policy

New Retention Policy
Opens the Retention Policy dialog. Define a new retention policy.

Right-clicking on a specific category in a retention policy opens a context menu via which retention policy rules can be refined based on subcategories.

 All subcategories are listed and the retention policy can be set to <Never delete>, or it can be assigned to another retention policy. Practically this means that documents containing this index value will be assigned to the new retention policy.

Retention Policy Dialog

Retention Policy Name
Provide an intuitive name for the retention policy.

Delete old documents
Delete documents and all associated versions.

Delete documents after ____ months
The retention policy duration in months measured from date of creation, date of last modification or from a specific date field in the category.

Purge old versions of documents
Purge versions earlier than that specified.

Keep the latest ____ versions
All versions earlier than this will be deleted.

Erase documents from media
Documents will be permanently erased from primary and backup storage media.